Description
Federally licensed tax professional who prepares and files returns for individuals and small businesses, provides tax planning, and represents taxpayers before the IRS in audits, collections, and appeals.
- • Prepare and e-file federal and state tax returns for individuals and small businesses using professional software.
- • Compute tax liabilities and refunds; ensure accurate forms, schedules, and elections.
- • Optimize deductions, credits, and entity choices to minimize tax lawfully.
- • Interview clients and verify documentation to substantiate income, expenses, and credits.
- • Analyze financial statements, payroll, and bookkeeping to determine filing requirements.
- • Research federal and state tax law and IRS guidance to resolve complex issues.
- • Represent taxpayers before the IRS in audits, collections, and appeals; respond to notices.
- • Prepare and negotiate installment agreements, offers in compromise, and penalty abatements.
- • File extensions, amended returns, and powers of attorney; maintain case files and correspondence.
- • Provide year-round tax planning, estimated tax, and withholding guidance.
- • Review returns prepared by staff for accuracy and compliance; implement quality controls.
- • Maintain Circular 230 compliance, continuing education, and data security standards.
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Related Pathways
Financial Services
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Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
